PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE FAMILY PLACE
Sponsor portfolio

THE FAMILY PLACE

EIN 75-1590896-Latest filing 2025
Plans
3
Retirement
1
$3.3M assets
Welfare
2
$952K premiums
Participants
255
2241 BUTLER ST - DALLAS, TX 75235214-559-2170
Plans on this EIN
3 filings
#001403b-$3.3M - 138 part#501Fully Insured-$872K - 239 lives#502Fully Insured-$80K - 150 lives

Benefits portfolio analytics

2 plans / $952K premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$809K
  • Dental$809K
  • Vision$809K
  • Prescription drug$809K
  • Life$63K
  • Short-term disability$63K
  • +2 more
Total $872K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $872K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $48K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE FAMILY PLACE 403(B) PLAN

403b

Assets$3.3M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE FAMILY PLACE HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$872K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE FAMILY PLACE LIFE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$80K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE FAMILY PLACE 403(B) PLAN403b$3.3M1382024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE FAMILY PLACE HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$872K2392025
502THE FAMILY PLACE LIFE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$80K1502024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica